Simple Client Onboarding Process | Tips for Virtual Assistants

In this week's video, we're talking about how to create a simply client onboarding process.

"Onboarding" refers to your process to get new clients up to speed, or familiar, with your business and services.

As a VA, you may already have an onboarding process. But is it too complicated? Or unclear in any way? This video covers some simple steps to help you create a clean, concise process that allows you and your client to start working together without any confusion.

What does your onboarding process look like?

✨ Indy for contracts: weareindy.com/

✨ Email I send to clients: docs.google.com/document/d/1Shi-jmiITkb2_oDmCggjwB…

✨ Client onboarding spreadsheet: docs.google.com/spreadsheets/d/1yA_zGAaANwqiT7ptlj…

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